Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > greenville > THE FIDUCIARY ALLIANCE
THE FIDUCIARY ALLIANCE
511 Rhett Street, Suite 2a
Greenville, South Carolina 29601
Tel: 864-385-7999
About THE FIDUCIARY ALLIANCE
THE FIDUCIARY ALLIANCE, formally registered with the SEC as THE FIDUCIARY ALLIANCE. The firm was established in 08/17/2016. They have over 13 offices throughout the country.
THE FIDUCIARY ALLIANCE is a Greenville, South Carolina based Financial Planning firm with nearly $864,798,884 assets under management, offering retirement planning & investment advisory services to 11514 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 284924 |
| SEC# | 801-108283 |
| Assets Managed by Firm | $864,798,884 |
| No. of Clients | 11514 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11514 | $864,798,884 |
| Individuals (other than high net worth individuals) | 1296 | $237,846,800 |
| High net worth individuals | 306 | $318,680,985 |
| Pension and profit sharing plans | $71,171 | |
| Charitable organizations | Fewer than 5 clients | $1,616,282 |
| Other investment advisers | Fewer than 5 clients | $49,351,100 |
| Corporations or other businesses | 14 | $16,444,724 |
More Retirement Planning firms in Greenville, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $368,018,536,946 | 1688501 | 31366 | |
| $26,631,669,631 | 59 | 368 | |
| $4,193,707,521 | 47 | 16 | |
| $3,451,348,607 | 922 | 10 | |
| $3,362,897,429 | 11192 | 117 |
Explore More Retirement Advisors in Greenville, South Carolina